Amos
Randall

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6827757
Investment Advisor
in Denver, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Amos Randall is a financial advisor working in Denver, Colorado who has 5 years of industry experience. Randall is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Wells Fargo, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Fit Statesboro, Cri Campus Recreation And Intramurals Georgia Southern, Georgia Southern University and Auburn University. Randall maintains Series 66 and Series 63 licenses, qualifying them as a securities broker, and is approved to advise clients in Colorado. Tiaa-Cref Individual & Institutional Services, LLC is an advisory firm that has its headquarters in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 employees. It oversees $31 billion in assets under management across its 76,892 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 22 charities and foundations. Of its 76,892 customer accounts, 62% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually are based on which services the firm provides the client. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC likely are comprised of any blend of asset-based and other fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

1670 Broadway Suite 2200, Denver Hub
Denver, CO 80202-5602

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

CO Average: $7,464,549,021
Total Number of Employees

1,235

CO Average: 88
Total Number of Accounts

76,892

CO Average: 3,892
Average Account Size

$401,951

CO Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Amos Randall Work History

Amos has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Tiaa

2017 - Present (7 years)

Tiaa-Cref Individual & Institutional Services, LLC

2017 - 2017 (< 1 year)

Wells Fargo

2015 - 2017 (2 years)

Auburn University

2014 - 2017 (3 years)

Fit Statesboro

2012 - 2014 (2 years)

Cri Campus Recreation And Intramurals Georgia Southern

2011 - 2014 (3 years)

Georgia Southern University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Amos Randall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advice And Planning Services

David Toms
Charlotte, NC
Michael Doody
Charlotte, NC
Paul Bello
West Harrison, NY
Cara Sanchez
Chicago, IL
Braden Danielson
Spokane, WA
Jesse Dusablon
Ames, IA
Joy Massimi
Philadelphia, PA
Rasheed Defense
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started